PCFFS
Pacific Center for Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
4,910
-568
| -10% | -$39.4K | 0.09% | 65 |
|
|
2025
Q1 | $388K | Buy |
5,478
+14
| +0.3% | +$992 | 0.1% | 58 |
|
|
2024
Q4 | $392K | Buy |
5,464
+13
| +0.2% | +$932 | 0.1% | 56 |
|
|
2024
Q3 | $461K | Buy |
5,451
+84
| +2% | +$7.1K | 0.12% | 50 |
|
|
2024
Q2 | $380K | Buy |
5,367
+13
| +0.2% | +$920 | 0.11% | 57 |
|
|
2024
Q1 | $342K | Sell |
5,354
-3,970
| -43% | -$254K | 0.1% | 58 |
|
|
2023
Q4 | $566K | Sell |
9,324
-355
| -4% | -$21.6K | 0.18% | 35 |
|
|
2023
Q3 | $555K | Buy |
9,679
+12
| +0.1% | +$687 | 0.19% | 36 |
|
|
2023
Q2 | $717K | Buy |
9,667
+12
| +0.1% | +$890 | 0.24% | 33 |
|
|
2023
Q1 | $744K | Buy |
+9,655
| New | +$744K | 0.26% | 31 |
|
|
2022
Q3 | $729K | Buy |
9,297
+248
| +3% | +$19.4K | 0.29% | 29 |
|
|
2022
Q2 | $701K | Buy |
9,049
+8
| +0.1% | +$620 | 0.29% | 27 |
|
|
2022
Q1 | $766K | Buy |
9,041
+8
| +0.1% | +$678 | 0.27% | 27 |
|
|
2021
Q4 | $843K | Buy |
9,033
+6
| +0.1% | +$560 | 0.34% | 25 |
|
|
2021
Q3 | $709K | Buy |
9,027
+90
| +1% | +$7.07K | 0.31% | 29 |
|
|
2021
Q2 | $655K | Buy |
8,937
+75
| +0.8% | +$5.5K | 0.29% | 32 |
|
|
2021
Q1 | $670K | Buy |
8,862
+1,312
| +17% | +$99.2K | 0.32% | 29 |
|
|
2020
Q4 | $582K | Buy |
7,550
+5,559
| +279% | +$429K | 0.22% | 31 |
|
|
2020
Q3 | $553K | Buy |
1,991
+209
| +12% | +$58.1K | 0.23% | 29 |
|
|
2020
Q2 | $428K | Buy |
1,782
+337
| +23% | +$80.9K | 0.21% | 35 |
|
|
2020
Q1 | $348K | Buy |
1,445
+269
| +23% | +$64.8K | 0.22% | 31 |
|
|
2019
Q4 | $285K | Buy |
1,176
+55
| +5% | +$13.3K | 0.13% | 43 |
|
|
2019
Q3 | $261K | Buy |
1,121
+74
| +7% | +$17.2K | 0.13% | 43 |
|
|
2019
Q2 | $214K | Sell |
1,047
-92
| -8% | -$18.8K | 0.11% | 53 |
|
|
2019
Q1 | $220K | Sell |
1,139
-80
| -7% | -$15.5K | 0.12% | 48 |
|
|
2018
Q4 | $212K | Buy |
1,219
+80
| +7% | +$13.9K | 0.11% | 46 |
|
|
2018
Q3 | $191K | Hold |
1,139
| – | – | 0.09% | 57 |
|
|
2018
Q2 | $190K | Hold |
1,139
| – | – | 0.11% | 54 |
|
|
2018
Q1 | $186K | Hold |
1,139
| – | – | 0.11% | 55 |
|
|
2017
Q4 | $178K | Hold |
1,139
| – | – | 0.11% | 56 |
|
|
2017
Q3 | $167K | Hold |
1,139
| – | – | 0.11% | 56 |
|
|
2017
Q2 | $160K | Buy |
1,139
+380
| +50% | +$53.4K | 0.11% | 56 |
|
|
2017
Q1 | $97K | Sell |
759
-380
| -33% | -$48.6K | 0.07% | 74 |
|
|
2016
Q4 | $136K | Buy |
+1,139
| New | +$136K | 0.1% | 62 |
|